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(1) PPI Surge Unlikely to Impact CPI (2 min read)
Correlation between PPI and CPI inflation is much weaker than expected. And so, the recent pick-up in PPI is unlikely to push CPI higher, explains Dominique Dwor-Frecaut.
(Dominique Dwor-Frecaut│8th April, 2021)
(2) Podcast Transcript: Benn Eifert On Retail Options Boom, Over-Complex Derivatives, and Managing Tail Risk (35 min read)
We published the transcript of our recent podcast with Benn Eifert, Managing Member and CIO of QVR. You can listen to the podcast here.
(Bilal Hafeez│8th April, 2021)
An Update on How Households Are Using Stimulus Checks (Liberty Street Economics, 6 min read)
Europe’s Complacency Trap (Project Syndicate, 5 min read)
Biden borrows from Eisenhower’s playbook (OMFIF, 3 min read)
Central bank swaps in the age of Covid-19 (VoxEU, 5 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)